EP Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

EP Wealth Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$374K	Buy	+15,155	New	+$375K	﹤0.01%	1172
2025 Q2	–	Sell	-8,846	Closed	-$220K	–	1465
2025 Q1	$220K	Buy	+8,846	New	+$217K	﹤0.01%	1091
2024 Q4	–	Sell	-17,632	Closed	-$446K	–	1311
2024 Q3	$446K	Sell	17,632 -1,600	-8%	-$40K	﹤0.01%	724
2024 Q2	$469K	Buy	19,232 +10,688	+125%	+$259K	0.01%	549
2024 Q1	$210K	Buy	+8,544	New	+$210K	﹤0.01%	723
2023 Q4	–	Sell	-7,038	Closed	-$169K	–	831
2023 Q3	$169K	Buy	+7,038	New	+$171K	﹤0.01%	685
2023 Q2	–	Sell	-23,442	Closed	-$628K	–	717
2023 Q1	$628K	Buy	+23,442	New	+$584K	0.01%	373

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

EP Wealth Advisors's SCHR Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 15,155 shares worth $374K. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SCHR as recently as Q1 2025.

EP Wealth Advisors first reported a position in SCHR in Q1 2023 and has held it in 7 quarters since. The position peaked at $628K in Q1 2023. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

EP Wealth Advisors held 15,155 shares of Schwab Intermediately-Term US Treasury ETF worth $374K as of Q2 2026.
Schwab Intermediately-Term US Treasury ETF was a new EP Wealth Advisors position in Q2 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1172 holding.
EP Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and has held it in 7 quarters since.
EP Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $628K in Q1 2023.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.